Zuwa Financial (ZF) provides financial planning and investment management services. For investment management, ZF refers clients to outside money managers, assisting with allocation models and manager selection. Financial planning includes comprehensive plans with ongoing access to a planner, and hourly planning for specific topics. ZF tailors services to each client's situation and goals.
Assets Under Management$740K
Clients20
Advisors1
Avg. per Client$37K
Avg. per Advisor$740K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Annual fees are negotiable. The above listed fees do not include the fee of the outside manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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